Wealth Planning

If it matters to you,it matters to us.

Our process covers cash flow to retirement and can answer questions like, “Have I saved enough? Do I have enough life insurance? How do I navigate social security?” and beyond.

Understanding your concerns and your big picture allows us to work together to make the best financial decisions for today, tomorrow, and the future—including unexpected events.

Having an open and honest discussion before building your plan allows us to gain insight and best prepare you for whatever may happen and wherever you may want to go.

Building Your Plan

Nearly 2/3 of our team are CFP® Practitioners, meaning we have one of the highest numbers of CFP® Practitioners of any independent firm in Austin. As such, we can provide the highest level of service for your wealth planning needs. During our initial meeting with you, we will establish short and long-term financial objectives. We conduct a detailed review of investment statements, tax returns, sources of income and expenses, insurance policies, legal and business documents, and employee benefits to help guide our discussion and narrow the focus.

Implementing Your Plan

To put your plan in motion we prioritize recommendations, develop a timeline, and coordinate resources (including third-party partners when necessary).

Tracking & Managing Your Plan

Tracking and managing your portfolio is a continuous process and conversation. We are on an unlimited access retainer so you can reach out to Austin Asset team members at any time.

Our WealthPlanning Tools

Our proprietary tools set goals and track financial performance tailored to you, created by our team.

Reporting Portal

As our valued client, you’ll have access to our Online Performance Reporting Portal. This platform is a secure, user-friendly way for us to share sensitive documents and for you to both download quarterly reports and view comprehensive reporting on your portfolio.